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Video: Fidelity International CEO, CIO and Macro Head on Outlook 2021
Fidelity International's CEO, CIO and Head of Macro discuss what we learned in 2020 about who will flourish and who will flounder in 2021.
Outlook 2021 overview: Will the reality match the optimism?
Balancing optimism with caution as we move into 2021.
Sustainable capitalism: Public and private combine to aid recovery
Companies and governments are working together to tackle the current crises and meet future challenges.
CIO update podcast: Markets versus the real economy
Exploring the dissonance between buoyant markets and gloomy economic data. Meanwhile, US election and Brexit are back on the news agenda!
Fidelity CIO: Thinking differently about diversification
Portfolios may need to encompass a broader range of assets than in the past.
CIO update podcast: International cooperation needed
CIO Andrew McCaffery on the why a V-shaped recovery is unlikely and why greater international cooperation is needed to avoid long-lasting damage.
Fidelity CIO: Society’s focus on sustainability and resilience to go parabolic
Fidelity analysis shows companies with higher ESG scores outperformed during the March sell-off.
Fidelity CIOs: Dispersion increases as demand effects filter through
Investors become more selective as demand shock hits oil price and other sectors.
Crisis drives shift in public/private relationship not seen since WWII
State aid for companies is likely to come with conditions attached.
Fidelity CIOs: Dollar devaluation could be the end game from Fed actions
Fiscal and monetary stimulus could weaken the dollar and be inflationary.
Fidelity CIOs on market conditions and whether policy action is enough
Flat is becoming the new up.
Fidelity CIOs on the response needed to stabilise the markets
Fidelity CIOs on the response needed to stabilise the markets following coronavirus and oil shocks
Cool Heads: Fidelity CIOs on oil crash, volatility and what's next
Managing liquidity is key.
CIO Outlook video: Andrew McCaffery on Multi Asset and Alternatives
Tactical allocations to non-US assets such as emerging markets, alongside alternatives and income plays, could help navigate a switch in market regime.
This content is for investment professionals only.